Bluleadz | HubSpot Onboarding & Implementation

Lisette was Awesome

Lisette was amazing to work with throughout the entire implementation and build out. She was very detailed and the way she walked us through each step made the process very clear. Her follow ups were always very detailed and organized which helped keep us on track.

Excellent Work

Great work by BlueLeadz. Lisette did a fantastic job building HubSpot, migrating our existing database over, assisting with import, development, customization, data clean up, and training. She was great to work with and went above and beyond at every encounter.

Great experience

The Bluleadz team excels as specialists in HubSpot onboarding and implementation. Lisette helped our team learn the ins and outs of our HubSpot tools and set us up for continued success.

Thank you BlueLeadz, and thank you Ashley!

We have so much gratitude for the BZ team, and specifically want to express appreciation for Ashley. Everything from implementation questions, setting up processes, cleaning data, and leading trainings was done professionally, swiftly, and with a high level of patience. We're a new org to the HubSpot systems and we had a great experience working with the BZ team. Thank you thank you.

Fantastic Training

Tim Malloy was our training specialist and did an outstanding job! He was clear, concise, and understood what we were looking for within HubSpot. He was invaluable for the Oklahoma Golf Association to reach our goals using HubSpot. We are very excited about what HubSpot can do for us and Tim with Bluleadz really trained us well to expand our business. Thanks Tim!

Incredible experience!

Working with Bluleadz for our HubSpot onboarding and CRM implementation was a total game-changer. From start to finish, the company's professional style and execution were flawlessly on point. They have a way of making complex migrations feel manageable, and their team is incredibly sharp, ensuring every detail of our email marketing and CRM setup was executed with precision. It’s rare to find a partner that is both this professional and this effective, and they will absolutely be my first call for future projects. I have to give massive props specifically to Noah Lassiter, who was our lead on this project. Noah is absolutely amazing—not only is he super smart and technically gifted, but he's also just a genuinely cool dude who is awesome to work with. He was incredibly kind throughout the process and stayed super sharp on every request we threw at him. If you have the chance to work with Noah, take it; he’s a total pro and made the entire experience incredible.

Strong Implementation, Disappointing Data Migration Experience

We had a mixed experience working with this organization. On the implementation side, things went well overall. Communication was solid, deadlines were generally met, and that portion of the project felt organized and well-managed. Unfortunately, the data migration side was the complete opposite. The individual assigned to our migration appeared to be very new and did not fully understand the scope or complexity of our project. As a result, our internal team had to take on a significant amount of work that should have been handled by the vendor. The project was originally scoped to be completed in 10 weeks, but ultimately stretched to 18+ weeks. In the final stages, our internal IT team had to take over significant portions of the work just to meet critical deadlines. - Key issues we experienced: - Major deadlines were missed by months, not weeks - Work was often incorrect and had to be fixed multiple times - We were left scrambling toward the end to stay on track - Despite escalating concerns to managers and our account representative, improvements were minimal Ultimately, it felt like the complexity of our sales migration from a legacy CRM to HubSpot was not well handled or properly resourced. This was especially disappointing because we chose this organization based on a previous marketing implementation that went very well. While there were some bright spots earlier in the engagement, the migration experience fell far short of expectations and required far more internal effort than anticipated. Based on our experience, I would strongly recommend thoroughly vetting recent reviews and ensuring your project is properly staffed with experienced resources before moving forward.

Excellent Job!

Noah was fantastic to work with - Knowledgeable, patient, and incredibly effective at CRM training and report building. Great Job Noah!

Bluleadz & Noah - INCREDIBLE experience!

Boy oh boy is HubSpot a beast. After struggling to find a good HubSpot consultant on our own, our team was BEYOND grateful and impressed when connected with Bluleadz. We worked primarily with Noah - him and the whole Bluleadz team are such a refreshing example of expertise, integrity, and responsibility. They helped us get onboarded with HubSpot in a gazillion different ways, answered every question, and ensured we have the most effective foundation as possible as we begin our HubSpot journey. They even made fantastic recommendations of tools beyond HubSpot that integrate seamlessly with our workflows. 10/10 recommend!!

Great Experience with BlueLeadz and Leland

BlueLeadz provided us with a great customer experience. Special shoutout to Leland, a thoughtful, patient, and highly effective HubSpot consultant and implementer. He took the time to really understand how our business operates before proposing solutions, which made a huge difference in the quality of the work. He helped us overhaul our sales pipeline with a creative setup that better reflects how deals move through our organization. In addition, he was instrumental in helping us figure out how to properly use and structure HubSpot’s built-in Leads object, as well as design and implement a custom Incentives object. These pieces are now much more clearly defined and integrated into our broader workflows and reporting. What stood out most was Leland’s clarity and patience. He consistently explained options and tradeoffs, walked through edge cases, and made sure decisions were intentional rather than rushed. I’d strongly recommend Leland to any team looking for a consultant who can both think strategically and execute cleanly within HubSpot..